Klingenstein Fields News Today

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning

Klingenstein Fields & Co. LP lessened its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 256,252 shares of the company’s stock after selling 12,727 shares during the period. […]

Klingenstein Fields & Co. LP trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 222,668 shares of the information services provider’s stock after selling 4,146 shares during […]

Jennison Associates LLC boosted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 108.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 211,953 shares of the industrial products company’s stock after buying an additional 110,108 shares during the quarter. Jennison […]

Harvest Fund Management Co. Ltd reduced its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,593 shares of the real estate investment trust’s stock after selling 410 shares […]

PDS Planning Inc increased its holdings in Novartis AG (NYSE:NVS – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,703 shares of the company’s stock after purchasing an additional 277 shares during the quarter. PDS Planning Inc’s holdings in Novartis […]

Klingenstein Fields & Co. LP grew its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 100,016 shares of the oil and gas company’s stock after buying an additional 5,990 shares […]

Masso Torrence Wealth Management Inc. trimmed its stake in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 16.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,868 shares of the company’s stock after selling 6,815 shares during the […]

Element Wealth LLC lowered its position in Shell plc (NYSE:SHEL – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,227 shares of the energy company’s stock after selling 470 shares during the period. Element Wealth LLC’s holdings in Shell were […]

Klingenstein Fields & Co. LP increased its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 3,550.3% in the 4th quarter, Holdings Channel reports. The firm owned 21,391 shares of the software company’s stock after buying an additional 20,805 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in Adobe were worth $12,762,000 as […]